Clear Creek Financial Management’s iShares US Technology ETF IYW Stock Holding History

Clear Creek Financial Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Sell	6,995 -4,347	-38%	-$840K	0.1%	220
2025 Q4	$2.26M	Sell	11,342 -500	-4%	-$100K	0.18%	121
2025 Q3	$2.32M	Buy	11,842 +2,882	+32%	+$527K	0.2%	114
2025 Q2	$1.55M	Buy	8,960 +347	+4%	+$52.6K	0.15%	155
2025 Q1	$1.21M	Sell	8,613 -4,045	-32%	-$630K	0.13%	166
2024 Q4	$2.02M	Sell	12,658 -21,638	-63%	-$3.42M	0.22%	104
2024 Q3	$5.2M	Sell	34,296 -1,218	-3%	-$179K	0.59%	33
2024 Q2	$5.34M	Buy	35,514 +2,674	+8%	+$370K	0.65%	33
2024 Q1	$4.44M	Sell	32,840 -4,007	-11%	-$522K	0.57%	35
2023 Q4	$4.52M	Buy	36,847 +9,005	+32%	+$1.02M	0.72%	25
2023 Q3	$2.92M	Sell	27,842 -3,664	-12%	-$398K	0.51%	41
2023 Q2	$3.43M	Buy	31,506 +4,429	+16%	+$435K	0.59%	35
2023 Q1	$2.51M	Sell	27,077 -459	-2%	-$38.5K	0.48%	54
2022 Q4	$2.05M	Sell	27,536 -4,918	-15%	-$376K	0.45%	54
2022 Q3	$2.38M	Sell	32,454 -8,013	-20%	-$680K	0.52%	43
2022 Q2	$3.23M	Buy	40,467 +696	+2%	+$61.6K	0.68%	34
2022 Q1	$4.1M	Buy	39,771 +8,793	+28%	+$898K	0.64%	34
2021 Q4	$3.56M	Buy	30,978 +2,514	+9%	+$279K	0.53%	41
2021 Q3	$2.88M	Buy	28,464 +6,658	+31%	+$695K	0.46%	61
2021 Q2	$2.17M	Buy	+21,806	New	+$2.03M	0.34%	84

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Clear Creek Financial Management's IYW Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares US Technology ETF (IYW) stake by 38% in Q1 2026, selling an estimated $840K and leaving 6,995 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #220.

Clear Creek Financial Management first reported a position in IYW in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.34M in Q2 2024. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

Clear Creek Financial Management held 6,995 shares of iShares US Technology ETF worth $1.27M as of Q1 2026.
Clear Creek Financial Management sold 4,347 iShares US Technology ETF shares in Q1 2026, an estimated $840K.
iShares US Technology ETF made up 0.1% of Clear Creek Financial Management's portfolio in Q1 2026, its #220 holding.
Clear Creek Financial Management first reported a position in iShares US Technology ETF in Q2 2021 and has held it in 20 quarters since.
Clear Creek Financial Management's iShares US Technology ETF position peaked at $5.34M in Q2 2024.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.